Clearstead Advisors’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $904 | Sell |
|
|||||
|
2025
Q1 | $1.02K | Sell |
|
|||||
|
2024
Q4 | $1.81K | Buy |
|
|||||
|
2024
Q3 | $1.01K | Hold |
|
|||||
|
2024
Q2 | $3.24K | Hold |
|
|||||
|
2024
Q1 | $3.53K | Sell |
|
|||||
|
2023
Q4 | $13.3K | Sell |
|
|||||
|
2023
Q3 | $17.4K | Buy |
|
|||||
|
2023
Q2 | $11.4K | Buy |
|
|||||
|
2023
Q1 | $10.2K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $16K | Hold |
|
|||||
|
2021
Q4 | $27K | Sell |
|
|||||
|
2021
Q3 | $36K | Hold |
|
|||||
|
2021
Q2 | $55K | Buy |
|
|||||
|
2021
Q1 | $24K | Buy |
|